Relationship Associate – Sales

About the job:We are looking for a dynamic and results-oriented Relationship Associate - Sales to join our team. The ideal candidate will acquire new customers, promote financial products, maintain client relationships, and meet assigned sales targets.

A. Key responsibilities:

1. Generate leads through calls, referrals, and other sales activities.

2. Acquire new clients for Demat Accounts, Mutual Funds, Insurance, and other financial products.

3. Understand customer requirements and recommend suitable investment solutions.

4. Build and maintain long-term relationships with clients.

5. Follow up with prospective customers and convert leads into business.

6. Achieve monthly sales targets and business objectives.

7. Maintain accurate records of customer interactions in the CRM.

8. Coordinate with internal teams to ensure smooth onboarding and service delivery.

9. Stay updated on financial products, market trends, and company offerings.

B. Why Join Wethonic?

Career growth in the financial services industry.

Continuous learning and skill development.

Performance-based rewards and incentives.

Collaborative and professional work culture.

C. Additional details:

1. Salary & Benefits:

CTC: 14,000 - 18,000 per month (Based on experience)

2. Working Days & Timings:

Monday to Friday: 9:30 AM - 6:30 PM

Saturday: 10:00 AM - 6:00 PM

3. Benefits:

Provident Fund

Work Location: In personWho can apply:Only those candidates can apply who:have minimum 1 years of experienceare from Bikaner onlySalary:₹ 2,00,000 - 2,50,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Skills required:Sales, Marketing and Field SalesOther Requirements:1. Graduate in any discipline (MBA preferred but not mandatory).2. Freshers with excellent communication skills can apply.3. 0–2 years of experience in Sales, Banking, Insurance, Financial Services, or Customer Relationship Management.4. Strong communication, negotiation, and interpersonal skills.5. Target-oriented with a positive attitude and willingness to learn.6. Sales & Relationship Management7. Communication & Presentation Skills8. Customer Service9. Lead Generation & Follow-up10. Negotiation & Closing Skills11. MS Office & CRM KnowledgeAbout Company:Wethonic Financial Services Private Limited is a dynamic financial services company specializing in investment management, wealth advisory, and corporate financial solutions. Committed to innovation and client-centric strategies, Wethonic provides tailored financial planning, risk management, and capital growth services to individuals and businesses. With a strong emphasis on integrity, transparency, and cutting-edge financial solutions, the company aims to empower clients in achieving their financial goals efficiently.

Responsibilities

We are looking for a dynamic and results-oriented Relationship Associate - Sales to join our team. The ideal candidate will acquire new customers, promote financial products, maintain client relationships, and meet assigned sales targets.

A. Key responsibilities:

1. Generate leads through calls, referrals, and other sales activities.

2. Acquire new clients for Demat Accounts, Mutual Funds, Insurance, and other financial products.

3. Understand customer requirements and recommend suitable investment solutions.

4. Build and maintain long-term relationships with clients.

5. Follow up with prospective customers and convert leads into business.

6. Achieve monthly sales targets and business objectives.

7. Maintain accurate records of customer interactions in the CRM.

8. Coordinate with internal teams to ensure smooth onboarding and service delivery.

9. Stay updated on financial products, market trends, and company offerings.

B. Why Join Wethonic?

Career growth in the financial services industry.

Continuous learning and skill development.

Performance-based rewards and incentives.

Collaborative and professional work culture.

C. Additional details:

1. Salary & Benefits:

CTC: 14,000 - 18,000 per month (Based on experience)

2. Working Days & Timings:

Monday to Friday: 9:30 AM - 6:30 PM

Saturday: 10:00 AM - 6:00 PM

3. Benefits:

Provident Fund

Work Location: In person